Booking Holdings (BKNG) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Group 1 - Booking Holdings reported $5.47 billion in revenue for Q4 2024, a year-over-year increase of 14.4% [1] - The EPS for the same period was$ 41.55, compared to $32.00 a year ago, indicating significant growth [1] - The reported revenue exceeded the Zacks Consensus Estimate of$ 5.19 billion by 5.50%, and the EPS also surpassed the consensus estimate of $35.64 by 16.58% [1] Group 2 - Key metrics indicate that Booking Holdings' gross bookings totaled$ 37.20 billion, exceeding the average estimate of $34.34 billion [4] - Agency gross bookings were reported at$ 12.90 billion, above the estimated $12.11 billion, while merchant gross bookings reached$ 24.20 billion, surpassing the estimate of $22.28 billion [4] - Units sold for room nights were 261 million, exceeding the estimate of 249.35 million, and airline tickets sold were 14 million, above the estimate of 12.36 million [4] Group 3 - Revenue from the agency segment was$ 1.86 billion, slightly below the average estimate of $1.94 billion, representing a year-over-year decline of 9.9% [4] - Advertising and other revenues were reported at$ 271 million, exceeding the estimate of $256.63 million, with a year-over-year increase of 9.7% [4] - Merchant revenue was$ 3.34 billion, significantly above the estimate of $2.99 billion, reflecting a year-over-year increase of 35.1% [4] Group 4 - Over the past month, shares of Booking Holdings have returned +10.6%, outperforming the Zacks S&P 500 composite's +2.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]